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How-to guides, troubleshooting, FAQs, and product updates for UrTravelPro — everything you need to get the most out of Books, Marketing, Compass, and Trips.
How-tos
84 guides
Building a proposal: blocks, photos, pricing
How the proposal builder actually works in Trips — the block list, the photo uploader, the pricing card, and how autosave handles your edits as you type.
Supplier Invoices (track due dates and payments)
How Supplier Invoices work in Trips: a track-only invoice for what your client owes a tour operator, cruise line, or hotel. How to create one, add line items, schedule the deposit and final, share with the client, and post commission to Books when the supplier remits.
Connecting Books
How to connect Books to Trips so commission deposits and Direct Invoice income post into your bookkeeping automatically: picking a company, mapping income and bank accounts, choosing a payee mode, and pausing the integration when you need to load historical data by hand.
Setting up Stripe Connect
How an agency owner connects Stripe inside Trips so they can charge planning fees with Direct Invoices: what Stripe asks for during onboarding, when payouts arrive, and how Apple Pay / Google Pay get enabled on your domain.
Direct Invoices (charge planning fees via Stripe)
How Direct Invoices work in Trips: charging your own planning, consultation, and service fees through your branded client portal via Stripe. What to put on one, how the client pays, the fee math, and how refunds work.
Proposal vs Itinerary vs Proposal Pro
Three options appear when you click + Create on a trip — Proposal, Proposal PRO, and Itinerary. Same builder, three different documents. Here is how to pick the right one fast.
Compass Snippets
Save reusable text fragments to a shared library and insert them into any guide. Edits to a snippet flow automatically into every guide that references it.
Compass Categories
Organize guides into top-level categories and subcategories. Used for filtering in the admin guide list and the public resource center.
PDF Export and Email Campaigns
Export any guide as a branded PDF. Send a guide as a marketing campaign through the Marketing app — a draft campaign is created with the guide's title, cover image, and link.
Guide Visibility and Sharing
Four visibility levels control who can read each guide: Private, Team, Client, and Public. Sharing is via the canonical public URL when a guide is Public; staff use the Internal/External switcher to view team content on the public site.
Marketing Automations
Per-contact email workflows that fire on a specific trigger and walk each contact through a fixed sequence of steps. Built for "if this happens, send these emails" use cases — not for conditional branching.
Sending Domains and DNS Setup
Verify a custom domain so marketing emails come from your address ([email protected]) with proper SPF, DKIM, DMARC, and Return-Path records.